Create new Trello cards from newly created opportunities in Moxie
When a new opportunity arises in your Moxie app, stay organized and on top of things with this workflow. It creates a new card in your Trello app, enabling you to track progress and manage the opportunity effectively. Simplify your workflow and ensure you never miss a potential business growth opportunity.
- When this happens...

Opportunity CreatedTriggered with a pipeline opportunity is createdTriggerInstant - automatically do this!

Create CardAdds a new card on a specific board and list.ActionWrite
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More things you can do with Moxie and Trello
Discover other triggers and actions you can use with Moxie and Trello
Agreement SentTriggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Agreement ViewedTriggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Client DeletedTriggers when a client record is deleted in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CreatedTriggered when a Project Task is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task UpdatedTriggered with a Project Task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Meeting CancelledTriggers when a meeting is cancelled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Meeting UpdatedTriggers when a meeting is updated or rescheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Opportunity DeletedTriggered with a pipeline opportunity is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Payment ReceivedTriggers when a payment is received either vial Stripe or manual entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project CreatedTriggers when a new project is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal Sent[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal Viewed[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket CommentTriggers when a comment is created on a ticket
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket DeletedTriggers when a support ticket is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Time Worked CreatedTriggers when a new time worked entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Time Worked UpdatedTriggers when a time worked entry has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event ID
- Start TimeRequired
- End TimeRequired
- TimezoneRequired
- NameRequired
- DescriptionRequired
- Location
- BusyRequired
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task nameRequired
- Client nameRequired
- Project nameRequired
- Start date
- Due date
- Status
- Description
- Assigned to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User EmailRequired
- Ticket NumberRequired
- Private CommentRequired
- CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New BoardTriggers when a new board is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Label ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item NameRequired
- Checklist Item Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization ID
- NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- File Attachments
- URL Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- From List ID
- Card IDRequired
- To Board ID
- To List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
- Comment TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- NameRequired
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- List IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Board NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Trello Query StringRequired
- Organization ID
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
- Member_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Organization IDRequired
- Board NameRequired
- DescriptionRequired
- Permission Level
- Allow Any Team Member to Join This Board?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Agreement SignedTriggers when an agreement is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Client CreatedTriggers when a new client is created in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Client UpdatedTriggers when a client record is updated in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task DeletedTriggered when a Project Task is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task ApprovalTriggers when a new Deliverable is ready for client approval.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Invoice SentTriggers when an invoice is sent in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Meeting ScheduledTriggers when a new meeting is scheduled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Opportunity CreatedTriggered with a pipeline opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Opportunity UpdatedTriggered with a pipeline opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project CompletedTriggers when a project is set to "complete" in Moxie.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Project UpdatedTriggers when the settings for a project are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Proposal Signed[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket ClosedTriggers and a support ticket is closed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket CreatedTriggers when a new support ticket is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Ticket UpdatedTriggers when a support ticket is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Time Worked DeletedTriggers when a time worked record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client NameRequired
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project NameRequired
- Client NameRequired
- Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User EmailRequired
- Ticket TypeRequired
- SubjectRequired
- CommentRequired
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board ID
- List ID
- Card ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New NotificationTriggers when you get a new notification in Trello.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Board IDRequired
- Member IDRequired
- Membership TypeRequired
- Allow Billable Guest
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Label IDRequired
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- Member ID(s)Required
- List ID
- Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List IDRequired
- NameRequired
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- Checklist Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Board ID
- List ID
- Card ID
- Checklist IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Action IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Card IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card ID
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- List ID
- Card IDRequired
- Checklist IDRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Label IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Member IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Board IDRequired
- Label NameRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Board IDRequired
- List ID
- Card IDRequired
- SearchRequired
- Checklist NameRequired
- Checklist to Copy ID
- Checklist Items
- Checklist Position
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found





